Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
The semiconductor cycle has already turned and is likely to continue softening into next year. As the world's largest producer...
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
The global cycle is now rolling over and even if the recession is likely to be mild, the subsequent recovery...
Research Briefing
The decline in house prices triggers falls in residential investment. Consumer spending also weakens as credit conditions tighten and worsening...
Research Briefing
The MPC and OBR both judge that UK potential GDP has fallen outright since Q4 2019 and will register only...
Research Briefing
Pioneering research has used panel econometric techniques to estimate the economic impact of average temperatures. Building on that approach, we...
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...
Research Briefing
We revisit the economic impact of climate change by incorporating temperature volatility and extremes.
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
Research Briefing
Bank Indonesia raised its policy rate by 50 bps at its last meeting on November 17, making for a total...
Research Briefing
Over the medium and long term, differences in city economic performance are hugely influenced by disparities in productivity growth. In...
Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
Research Briefing
The energy crisis will shape the macroeconomic outlook again in 2023, keeping the eurozone economy in recession at the start...
Research Briefing
We anticipate most advanced economies will fall into recession in 2023 and global growth will be weaker than the consensus...
Research Briefing
With negotiations extending into the weekend amid fears of a stalemate, COP27 delegates finally agreed to set up a fund...
Research Briefing
After nine months of devastating war, we expect Ukraine's economic contraction to reach 31% in 2022. Prompt monetary and fiscal policy responses and $23bn of external financing have prevented a much deeper contraction.
Research Briefing
Rising interest rates mean the BoE is now making a loss on the gilts it purchased under quantitative easing. With the Treasury committed to making the BoE's...